Interact to see
Advertisement
Advertisement
NEAIX vs WCMNX
NEAIX vs WCMNX Comparison
Open Charts NEAIX vs WCMNX
Needham Aggressive Growth Institutional
Price$61.04
Change-$2.01 (-3.19%)
VolumeN/A
Net Assets1.2B
WCM Small Cap Growth Investor
Price$13.69
Change-$0.24 (-1.72%)
VolumeN/A
Net Assets44.95M
NEAIX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NEAIX vs. WCMNX commentary
Dec 14, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NEAIX is a StrongBuy and WCMNX is a Buy.
FUNDAMENTALS
Fundamentals
NEAIX has more cash in the bank: 1.21B vs. WCMNX (44.9M). NEAIX (0.00) and WCMNX (0.00) have matching dividends . NEAIX was incepted earlier than WCMNX: NEAIX (9 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than NEAIX (1.48). WCMNX is a more actively managed with annual turnover of: 83.00 vs. NEAIX (7.00). WCMNX has a lower initial minimum investment than NEAIX: WCMNX (1000) vs NEAIX (100000). NEAIX annual gain was more profitable for investors over the last year : 21.72 vs. WCMNX (2.80). NEAIX return over 5 years is better than : 101.50 vs. WCMNX (0.65).
| NEAIX | WCMNX | NEAIX / WCMNX | |
| Total Expense Ratio | 1.20 | 1.24 | 97% |
| Annual Report Gross Expense Ratio | 1.48 | 2.04 | 73% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 29.095 | 9.771 | 298% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 44.9M | 2,684% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 21.72 | 2.80 | 774% |
| Returns for 3 years | 100.10 | 28.03 | 357% |
| Returns for 5 years | 101.50 | 0.65 | 15,609% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement